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WealthPLAN Partners’s Snap SNAP Stock Holding History

WealthPLAN Partners’s Portfolio SNAP Stock Details SNAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-50
Closed -$592 – 1033
2023
Q2 		$592 Hold
50
– – ﹤0.01% 1170
2023
Q1 		$561 Buy
+50
New +$525 ﹤0.01% 1242
2021
Q3 		– Sell
-5,556
Closed -$425K – 392
2021
Q2 		$425K Buy
5,556
+63
+1% +$3.78K 0.03% 252
2021
Q1 		$306K Buy
5,493
+35
+0.6% +$2.01K 0.02% 270
2020
Q4 		$318K Hold
5,458
– – 0.03% 260
2020
Q3 		$220K Buy
+5,458
New +$127K 0.02% 288
2017
Q2 		– Sell
-965
Closed -$20K – 382
2017
Q1 		$20K Buy
+965
New +$21.4K 0.07% 188

Other funds holding SNAP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
O
Ossiam Paris, France $7.54B AUM 50.81% 1-Year Est. Return

WealthPLAN Partners's SNAP Position: Q3 2023 in Review

WealthPLAN Partners sold out of Snap (SNAP) in Q3 2023, closing a stake of 50 shares — an estimated $592 sold.

WealthPLAN Partners first reported a position in SNAP in Q1 2017 and held it in 7 quarters. The position peaked at $425K in Q2 2021. 531 funds tracked by Wall St. Rank hold SNAP as of Q3 2023.

  • WealthPLAN Partners reported no remaining Snap position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 50 Snap shares in Q3 2023, an estimated $592.
  • WealthPLAN Partners first reported a position in Snap in Q1 2017 and held it in 7 quarters.
  • WealthPLAN Partners's Snap position peaked at $425K in Q2 2021.
  • 531 funds tracked by Wall St. Rank held Snap as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.